What users are saying about
53 Ratings
4 Ratings
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Score 7.1 out of 100
53 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Deltek WorkBook
7.8
Sage CRM
Task Management
Deltek WorkBook
8.1
Sage CRM
Resource Management
Deltek WorkBook
9.0
Sage CRM
Gantt Charts
Deltek WorkBook
9.0
Sage CRM
Scheduling
Deltek WorkBook
9.0
Sage CRM
Workflow Automation
Deltek WorkBook
6.1
Sage CRM
Team Collaboration
Deltek WorkBook
6.1
Sage CRM
Support for Agile Methodology
Deltek WorkBook
10.0
Sage CRM
Support for Waterfall Methodology
Deltek WorkBook
10.0
Sage CRM
Document Management
Deltek WorkBook
6.1
Sage CRM
Email integration
Deltek WorkBook
6.1
Sage CRM
Mobile Access
Deltek WorkBook
4.1
Sage CRM
Timesheet Tracking
Deltek WorkBook
7.1
Sage CRM
Change request and Case Management
Deltek WorkBook
10.0
Sage CRM
Budget and Expense Management
Deltek WorkBook
8.0
Sage CRM

Professional Services Automation

Deltek WorkBook
6.1
Sage CRM
Quotes/estimates
Deltek WorkBook
5.2
Sage CRM
Invoicing
Deltek WorkBook
6.1
Sage CRM
Project & financial reporting
Deltek WorkBook
6.1
Sage CRM
Integration with accounting software
Deltek WorkBook
7.1
Sage CRM

Sales Force Automation

Deltek WorkBook
Sage CRM
9.5
Customer data management / contact management
Deltek WorkBook
Sage CRM
10.0
Workflow management
Deltek WorkBook
Sage CRM
10.0
Territory management
Deltek WorkBook
Sage CRM
10.0
Opportunity management
Deltek WorkBook
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Sage CRM
10.0
Contract management
Deltek WorkBook
Sage CRM
5.6
Quote & order management
Deltek WorkBook
Sage CRM
10.0
Interaction tracking
Deltek WorkBook
Sage CRM
10.0
Channel / partner relationship management
Deltek WorkBook
Sage CRM
10.0

Customer Service & Support

Deltek WorkBook
Sage CRM
10.0
Case management
Deltek WorkBook
Sage CRM
10.0
Call center management
Deltek WorkBook
Sage CRM
10.0
Help desk management
Deltek WorkBook
Sage CRM
10.0

Marketing Automation

Deltek WorkBook
Sage CRM
10.0
Lead management
Deltek WorkBook
Sage CRM
10.0
Email marketing
Deltek WorkBook
Sage CRM
10.0

CRM Project Management

Deltek WorkBook
Sage CRM
10.0
Task management
Deltek WorkBook
Sage CRM
10.0
Billing and invoicing management
Deltek WorkBook
Sage CRM
10.0
Reporting
Deltek WorkBook
Sage CRM
10.0

CRM Reporting & Analytics

Deltek WorkBook
Sage CRM
10.0
Forecasting
Deltek WorkBook
Sage CRM
10.0
Pipeline visualization
Deltek WorkBook
Sage CRM
10.0
Customizable reports
Deltek WorkBook
Sage CRM
10.0

Customization

Deltek WorkBook
Sage CRM
10.0
Custom fields
Deltek WorkBook
Sage CRM
10.0
Custom objects
Deltek WorkBook
Sage CRM
10.0
Scripting environment
Deltek WorkBook
Sage CRM
10.0
API for custom integration
Deltek WorkBook
Sage CRM
10.0

Security

Deltek WorkBook
Sage CRM
10.0
Single sign-on capability
Deltek WorkBook
Sage CRM
10.0
Role-based user permissions
Deltek WorkBook
Sage CRM
10.0

Social CRM

Deltek WorkBook
Sage CRM
10.0
Social data
Deltek WorkBook
Sage CRM
10.0
Social engagement
Deltek WorkBook
Sage CRM
10.0

Integrations with 3rd-party Software

Deltek WorkBook
Sage CRM
10.0
Marketing automation
Deltek WorkBook
Sage CRM
10.0
Compensation management
Deltek WorkBook
Sage CRM
10.0

Platform

Deltek WorkBook
Sage CRM
10.0
Mobile access
Deltek WorkBook
Sage CRM
10.0

Pros

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | TrustRadius Reviewer

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | TrustRadius Reviewer

Cons

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | TrustRadius Reviewer

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 5.1
Based on 11 answers
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
Anonymous | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.3
Based on 3 answers
I think it is intuitive, easy to customize and easy to learn
Kari-Ann B. Ryan | TrustRadius Reviewer

Performance

Deltek WorkBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan | TrustRadius Reviewer

In-Person Training

Deltek WorkBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | TrustRadius Reviewer

Return on Investment

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | TrustRadius Reviewer

Screenshots

Pricing Details

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Deltek WorkBook Editions & Modules

Additional Pricing Details
BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.

Sage CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Sage CRM
9.0

Likelihood to Renew

Deltek WorkBook
Sage CRM
5.1

Usability

Deltek WorkBook
Sage CRM
8.3

Performance

Deltek WorkBook
Sage CRM
8.2

In-Person Training

Deltek WorkBook
Sage CRM
7.0

Implementation Rating

Deltek WorkBook
Sage CRM
8.0

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